There is a great feeling when a customer accepts a quote. And then there is the bit that immediately follows: opening a new job and re-typing everything you already wrote on the quote. The customer, the scope, the site address, the value. All of it, again, by hand.
It is dull, it is slow, and it is exactly the kind of double entry where a wrong address or a missed line item sneaks in and causes a problem on site a week later. Worse, the job often does not get created straight away, so the work sits in limbo between sold and scheduled while everyone assumes someone else booked it in.
Let us join those two moments together. In Axiom Blue you can build an automation that spins up a fully populated job the instant a quote is accepted, confirms it with the customer, and tidies up the quote behind it. Won work becomes scheduled work, automatically. Let us build it.
What we will set up
- Trigger an automation when a customer accepts a quote
- Map the quote’s details across into job fields
- Create the new job, pre-filled and ready to schedule
- Confirm with the customer and alert the office
- Mark the quote as converted, then switch it on
Workflows -> New Automation -> Add node
Open a blank automation
Open Workflows from the sidebar, choose New Automation, and click Add to open the node palette.
The pattern is the familiar one: when this happens, do that. The new idea in this build is the Transform node, which takes the fields from the quote and lines them up against the fields a job needs, so the create step has everything it requires.
Concept
This automation leans on a Transform node from the Data group, which reshapes information from one record into another, alongside the usual trigger and actions.
Advantage
Connecting the quote to the job is the kind of plumbing you would normally do by hand. Here you wire it once on a canvas and it runs on every accepted quote.
Event Trigger node -> Event type
Trigger it when a quote is accepted
From the palette, under Triggers, add an Event Trigger and set the Event type to Quote Accepted.
Now, whenever a quote is marked accepted, whether the customer clicks accept or your team records it, this workflow takes it from there.
Concept
An Event Trigger listens for a business event. Set its event type to Quote Accepted so the automation runs the moment a customer says yes.
Advantage
There is no gap between winning the work and booking it in. The job is created at the exact moment of acceptance, while everything is still fresh.
Transform node -> Field mappings
Map the quote across to the job
From the palette, under Data, add a Transform node. Each row is a mapping: the job’s title comes from the quote title, the customer from the quote customer, the description from the scope of work, and so on.
Add a mapping for any field you want carried across. When this node runs, it hands a complete, job-shaped package to the next step, built entirely from information the customer already approved.
Concept
A Transform node restructures data. Each mapping lines up a job field on the left with the matching quote value on the right, so the title, customer, scope of work, site address and value all carry over.
Advantage
This single node is what kills the double entry. Every detail you already captured on the quote flows straight into the job, so nothing is re-typed and nothing is mistyped.
Modify Entity node -> Create job
Create the scheduled job
From the palette, under Actions, add a Modify Entity node. Set the Operation to Create Entity and the Entity type to Job, and feed it the data from the Transform step.
This is the handover point where a sale becomes operational work. The new job lands in Jobs and Projects with the customer, scope, address and value already in place.
Concept
A Modify Entity node set to Create Entity with the entity type Job takes the mapped data and creates a real, pre-filled job in your system, ready for the office to drop onto the calendar.
Advantage
The job appears complete, not blank. The office goes straight to scheduling a crew instead of transcribing a quote, which is where the time and the errors used to go.
The finished automation
Confirm, notify, close the quote, switch on
Connect the chain: Quote Accepted, prepare the job data, create the job, confirm with the customer, notify the ops manager, then update the quote status. Drag from each node’s handle to the next to join them.
Name it, Save, and run it once with Test. New automations start Paused, so flip it to active when you are happy. From now on, every quote a customer accepts becomes a ready-to-schedule job, a confirmed booking and a tidy pipeline, all on its own.
Concept
The final nodes email the customer to confirm they are booked, notify the ops manager to schedule a crew, and update the quote status to converted. Connect them in order, Save, and switch from Paused to active.
Advantage
Everyone is in the loop the instant a quote is accepted: the customer, the office and your records. No one has to remember to create, confirm or file anything.
The space between a quote being accepted and a job being booked is where work quietly goes missing and details get garbled in the re-typing.
Closing that gap with an automation means the moment of yes is the moment the job exists, fully formed and confirmed. Your pipeline stays honest, your crew gets clean job sheets, and you never copy a quote into a job by hand again.
Try it in Axiom Blue
Want won work to schedule itself?
Explore the live demo or start a free trial to build this automation yourself, then see how Axiom Blue links quoting, scheduling, invoicing and follow-up into one connected flow, all without code.